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Creating a "Search for" function

You can use a Search for function to help your users with their daily work. Your users can then quickly and easily search for a search term within the context of an e-mail, for example to find the relevant customer file directly in the d.3 repository.

You can also enable the fully automated context-sensitive search. When your users select an e-mail, the search starts automatically after a short time (3 seconds). The automatic search is performed only if a result is found for the regular expression. The search is not performed if a storage dialog is displayed.

Define a regular expression (RegEx) for the context-sensitive search. If the regular expression results in a search term with more than 500 characters, only the first 500 characters are used for the search. You can truncate the view in the context menu to fewer than 500 characters by adding three periods (...) to the menu entry.

Let's assume you want to create a new Search for function.

This is how it works

  1. Open the Configuration feature from the start page and navigate to E-mails in the Document management category.

  2. Select the entry 'Search for' functions under Context menus and functions.

  3. Then choose the context action Create new 'Search for' function.

  4. Enter a name for the regular expression and add a description if necessary.

  5. Select the repository to be searched.

  6. Select the d.3 categories to which the search is to be restricted. If you want to search in all categories, leave the field empty.

  7. Under Group for authorized users, you can define specific groups that you want to see the context menu, if necessary. If you want to provide the Search for function for all users, leave the field empty.

  8. Enter a regular expression for the search in the repository and, if necessary, click the pen icon to test the regular expression. For example, if you use the regular expression D[0-9]{8}, a document ID such as D00000191 is found and the result of the search is provided in the placeholder <DOCVALUE>.

  9. Choose the e-mail elements for which the regular expression is to be used.

  10. If necessary, activate the Automatic search option.

  11. Under Menu entry, enter a display name for the context menu. If necessary, add the placeholder <DOCVALUE> to the menu entry. The placeholder is filled with the result of the regular expression. If you want to use the result of the regular search, omit the placeholder.

  12. Save your entries.

To ensure that your users can use the Search for function you created, you must restart the user e-mail applications.

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